Archives

  • Holiday Closure

    By westernadmin | Friday, August 31, 2018

    In observance of Labor Day, Western International will be closed on Monday September 3, 2018. Financial Markets – Closed September 3, 2018 Any request submitted to Cashier and/or account services on Monday will be queued and processed the following business day, Tuesday, September 4,...

  • Access 3 NEW Thomson ONE desktop solutions

    By westernadmin | Friday, August 31, 2018

    Thomson ONE Advisor Solutions delivers a broad and deep range of financial content within a workspace that’s geared toward your needs and workflow. As part of this workflow solution, several new tools have been added that may interest and assist...

  • Investec Hosts Luncheon To Educate Us On European Equity Fund

    By westernadmin | Tuesday, August 28, 2018

    Those Zebra guys really get around! Fernando Penaloza and Ken Hsia of Investec hosted a luncheon of Argentinian food at Malbec restaurant in Pasadena on August 22nd  to present “ Exploiting the resurgence of Europe”. Attendees included Bonny Lee, Nieke...

  • Wealthscape introduces Corporate Action Manager

    By westernadmin | Thursday, August 23, 2018

    Corporate Action Manager, National Financials’ reorganization system, is now available on Wealthscape.    Located under Service menu > Account Servicing > Corporate Action Manager , you can now view, elect and submit voluntary corporate action and optional dividend events in real...

  • Black Diamond Training Webinar Tomorrow, Friday 8/24

    By westernadmin | Thursday, August 23, 2018

    Please register for our next Western International Securities Black Diamond Training.  Attend a live or recorded training Workshop or Webinar to obtain your login ID. IDs will be assigned after completion of the training. Live Workshops are currently scheduled for...

  • Black Diamond Training Webinar Update

    By westernadmin | Monday, August 20, 2018

    Thanks to all who attended today’s Black Diamond webinar hosted by Western International. If you were unable to attend, please feel free to watch the recorded webinar at your convenience*.  Next week we will be rolling out an entirely new...

  • Black Diamond Webinar Training Schedule

    By westernadmin | Sunday, August 19, 2018

    Please register for Western International Securities Black Diamond Training.  Attend a live or recorded training Workshop or Webinar to obtain your login ID. IDs will be assigned after completion of the training. Workshops are currently scheduled for August in Pasadena,...

  • Criminal Indictments Against Three for Phishing Attacks

    By westernadmin | Monday, August 13, 2018

    Criminal indictments against three alleged high-level members of a cybercrime gang called FIN7 revealed the tactics that led to their success. During a press conference at the beginning of August, prosecutors alleged that FIN7 stole 15 million payment cards from...

  • August 15th: I’m Independent Coalition Rally

    By westernadmin | Friday, August 10, 2018

    FSI is a member of the I’m Independent Coalition in California. The purpose of the Coalition is to suspend or mitigate the impact of the California Supreme Court’s Dynamex decision via legislation. The Coalition is comprised of representatives from a wide variety of industries...

  • Black Diamond New Client Experience

    By westernadmin | Thursday, August 9, 2018

    The past few weeks have been extremely busy!  Black Diamond has launched their much anticipated Client Experience product, improved system setup and batch configuration for reports, and started putting the finishing touches on their next-gen Reblancer.  If that wasn't enough,...

  • Western On the Move!

    By westernadmin | Thursday, August 2, 2018

    Thanks to extraordinary efforts by the Home Office crew, we have successfully moved into our temporary quarters while our expansion takes place. Click read more to see the video. While the 7th floor of 70 S. Lake Avenue undergoes expansion and...

  • August 2018 Anniversaries

    By westernadmin | Wednesday, August 1, 2018

    The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating Western anniversaries in August. First Name Last Name Affiliation Date Years Stephen Brown 8/31/2006 12 Shawn...